SourcingSourcing

CBIZ FINANCIAL SOLUTIONS, INC.

C33
CRD 16678·SEC 801-56332·CLEVELAND, OH
AUM
$8.9M
<$25M
Est. Revenue
$89K
@ 1% on AUM
Est. EBITDA
$27K
@ 30% margin
Est. Deal Value
$213K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CBIZ FINANCIAL SOLUTIONS, INC.
CRD
16678
SEC file #
801-56332
EIN
371565070
DBA names
Cbiz Retirement Plan Advisory Services

Economics

AUM
$8.9M
AUM band
<$25M
AUM trajectory
'20'26
$17.82B → $8.9M▼ -100%
Client mix
Pension Profit Sharing Plans11

Operations

Employees (total)
19
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
46 advisors → 16 advisors▼ -65%
Primary office
CLEVELAND OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesPension consultingSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CBIZ OPERATIONS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CBIZ OPERATIONS INC.
BRIDGES, EDWARD HOWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
27
Form 5500 Total Compensation
1,257,605
Form 5500 Compensation Trajectory 3y
20251,142,288
2026115,317
Form 5500 Plan Count Trajectory 3y
202526
20261
Schedule C Total Compensation
1,257,605
Schedule C Service Provider Rows
27

SEC EDGAR

Edgar Cik
0001443661
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2008-08-18
Edgar Last Filing Date
2011-03-15
Edgar Form D Count
4
Edgar Form D Offerings
2011-03-152011-03-15 · 0001443661-11-000001
2010-09-272010-09-27 · 0001443661-10-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
20
Bc Firm Active IA Count
21
Bc Firm IAR Count
25
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
805 THIRD AVENUE, 18TH FLOORNew York, NY 10022
Business
805 THIRD AVENUE, 18TH FLOORNew York, NY 10022
Edgar EIN
371565070
Edgar Recent Filings
D/A2011-03-15 · 0001443661-11-000001
D/A2010-09-27 · 0001443661-10-000005
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (26)

26
BRIDGES, EDWARD HOWARD
IAR · Executive Officer · 2.5%
5087317
BROWN, CHRISTOPHER MARK
IAR · Executive Officer · 2.5%
6028654
MELLARD, NANCY MARIE
Executive Officer · 2.5%
4335209
BARRY EUGENE MICHAEL
IAR
4328918
JENNIFER LYNN TRIPP
IAR
4489691
RICHARD LEE HARSHMAN
IAR
1785674
CHRISTOPHER RYAN BLANK
IAR
4613317
SY JACKSON FARRIS
IAR
5532725
KRYSTAL LYNN STAIR
IAR
5628352
GILBERT JACKSON KELLER
IAR
5730057
TODD CARLTON PYLES
IAR
2758310
CHRISTINE CAROL PFEIFER
IAR
2645347
BRIAN JOSEPH BLACH
IAR
2660233
JAMES PATRICK WINCHESTER
IAR
3173642
ROBERT JAMES AUSTER
IAR
4163051
CHARLES GARLIN STOUT
IAR
3045307
BRIAN EDWARD DEAN
IAR
1735706
EDMUND HENRY HINDERS
IAR
1183062
MICHAEL JOHN SWALLOW
IAR
4065168
ERIC MICHAEL ENDRESS
IAR
5084117
MATTHEW JOSEPH FELTEN
IAR
5179113
ROBERT SIMON FISCHGRUND
IAR
2057414
MELISSA MOULTON NAGARAJ
IAR
2758346
MICHAEL PAUL ZICCARDI
IAR
4060898
JOHN RAYMOND SMYTH
IAR
1803757
ANTHONY M. SCALFARO
IAR
5551088